What will I learn?

Full Course Details

This session teaches you how to create and assign tasks to colleagues using the Planner App inside and outside MS Teams.

You’ll learn how to create, edit, organise and assign tasks within a team channel; add, view and manage personal tasks in Teams; navigate the Planner online environment; export a plan to Excel and add a plan to your Outlook calendar.

To attend you should have already attended our Collaboration in Teams and Channels session or have equivalent working knowledge of MS Teams.

Book Create & Manage Tasks with the Planner App Training

For companies who need to train groups of staff either remotely or in-person.

  • 90 minutes course
  • Up to 10 delegates
  • Flexible in-house training dates
  • Face-to-face training
  • In-house or a venue of choice
  • Virtual training option
Laura Cutmore

Laura Cutmore

Laura is dedicated to up-skilling individuals and teams and passionate about helping delegates build confidence and save time with the tools they need to get their jobs done. She has a strong background in all aspects of the training lifecycle and brings over 20 years’ experience of design and delivery in the training industry. Laura specialises in the Microsoft 365 suite and enjoys the challenge of keeping up to date with Microsoft 365 applications.

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Full Course Content

Introducing Microsoft Planner

  • What is Microsoft Planner?
  • Planner vs. Tasks by Planner and To Do
  • Access Planner Online
  • Add a Plan in Teams
  • Navigate the Planner screen

Tasks by Planner and To Do in Teams

  • Add a Plan to a Team Channel
  • Create Tasks
  • Assign Due Dates
  • Assign People
  • Add a Checklist to a Task
  • Assign Priority
  • Add Labels to Categorise Tasks
  • Add Attachments
  • Complete Tasks
  • Edit and Delete tasks
  • Create Task Buckets
  • Drag and Drop Tasks into Buckets
  • Work with different Plan Views

Tasks by Planner and To Do in Teams Cont.

  • Group and Filter Tasks
  • View the Conversation Pane
  • Remove a Planner Tab
  • Add the App to the Teams Sidebar

Working in Planner Online

  • Open an Existing Plan from Teams
  • Open an Existing Plan from Planner
  • The Planner Hub
  • Pin a Plan
  • Edit an Existing Plan
  • Work with My Tasks
  • View Group Conversation
  • Planner Settings
  • Add a Smart Background
  • Create a New Plan Online
  • Add New Members
  • Copy a Plan
  • Export a Plan to Excel
  • Add a Plan to your Outlook Calendar
Enquire & Book
Excel Training Business benefits

Teams Training – Business Benefits

By investing in people, you can give your team all the necessary skills they need to help support your organisation’s goals.

Excel Training Business benefits

Teams Training - People Development

Completing our Teams training course will give you additional skills you need to help support your career development.

Excel Training Business benefits

Flexible Teams Training Courses

  • Online or face-to-face in-house training
  • Individual delegates or group training
  • Flexible dates to fit schedules

Why choose TrainingU?

Excel Training Business benefits


Established over a decade ago by a team of knowledgeable training experts, we are passionate about delivering excellent training that makes a real difference.

Excel Training Business benefits


All our trainers are qualified and experienced Teams trainers that will deliver the highest level of training to you and your team.

Excel Training Business benefits


Working together with our clients, understanding their needs and desired learning outcomes, to deliver a personalised learning solution.

Your complete training solution

Excel Training Business benefits

Before Training

Our Skills Assessment will ensure staff attend the correct level of training. Based on results, we will organise the training sessions required, who will take them and the level to best match the skills needed.

Excel Training Business benefits

During Training

We provide first class training with highly experienced trainers. Courses include lots of exercises, practise and interactivity throughout, maximising learning whether delivered online or at your offices.

Excel Training Business benefits

After Training

We will grant you organisation free access to our suite of online Teams resources. In addition, we provide free post training support to ensure your staff utilise their new skills effectively.

Our Clients

International SOS Pioneer DJ

Enquire & Book Teams Training

Simply fill out the contact form or call 0333 344 6630 to make an enquiry, book your Teams training or assess your staff Teams training levels.